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Advantage Solutions

62 hedge funds and large institutions have $281M invested in Advantage Solutions in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

51% more funds holding

Funds holding: 4162 (+21)

8% more capital invested

Capital invested by funds: $261M → $281M (+$20.1M)

0.58% more ownership

Funds ownership: 2.11%2.69% (+0.58%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
62
Holders Change
+21
Holders Change %
+51.22%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
30
Increased
11
Reduced
14
Closed
9
Calls
$1.27M
Puts
Net Calls
+$1.27M
Net Calls Change
+$977K
Name Holding Trade Value Shares
Change
Change in
Stake
HF
51
HRT Financial
New York
$270K +$289K +1,067 New
AFS
52
Amtrust Financial Services
New York
$254K +$271K +1,000 New
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$229K
Jane Street
54
Jane Street
New York
$106K +$113K +417 New
Millennium Management
55
Millennium Management
New York
$27.1K +$9.97M +36,868 +53%
UBS Group
56
UBS Group
Switzerland
$27K +$25.7K +95 +731%
PCM
57
Penserra Capital Management
California
$26K +$28.7K +106 New
GRP
58
Global Retirement Partners
California
$22K +$23K +85 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$15K +$16.2K +60 New
TRCT
60
Tower Research Capital (TRC)
New York
$8K +$3.25K +12 +63%
CHC
61
City Holding Co
West Virginia
$1K
PAM
62
Panagora Asset Management
Massachusetts
$1K +$541 +2 New
LCM
63
LH Capital Markets
New York
-$25.4M -92,000 Closed
HIM
64
HGC Investment Management
Ontario, Canada
-$3.31M -11,976 Closed
PAMP
65
Polar Asset Management Partners
Ontario, Canada
-$2.76M -10,000 Closed
BFM
66
Boothbay Fund Management
New York
-$1.54M -5,340 Closed
Hudson Bay Capital Management
67
Hudson Bay Capital Management
Connecticut
-$828K -3,000 Closed
AA
68
AQR Arbitrage
Connecticut
-$663K -2,400 Closed
Stifel Financial
69
Stifel Financial
Missouri
-$387K -1,400 Closed
AAMU
70
Amundi Asset Management US
Massachusetts
-$176K -638 Closed
Walleye Trading
71
Walleye Trading
New York
-$145K -524 Closed

ADV Hedge Fund Activity: Q3 2020 in Review

62 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Advantage Solutions (ADV) for Q3 2020, worth a combined $281M — up 7.7% from $261M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ADV positions and 9 closed out — a net gain of 21 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Woodson Capital Management, opening a new position worth an estimated $29.2M. The largest seller was LH Capital Markets, exiting entirely with an estimated $25.4M sold.

  • 62 institutional investors held Advantage Solutions (ADV) as of Q3 2020, up from 41 in Q2 2020.
  • Funds reported $281M of Advantage Solutions stock for Q3 2020, up 7.7% quarter-over-quarter.
  • 30 funds opened new Advantage Solutions positions in Q3 2020 and 9 closed out, a net change of +21 holders.
  • The largest Advantage Solutions buyer in Q3 2020 was Woodson Capital Management, an estimated $29.2M added.
  • The largest Advantage Solutions seller in Q3 2020 was LH Capital Markets, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2020.